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WICVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$10.10
Change
-$0.39 (-3.72%)
Net Assets
1.67B

WICVX Wasatch Small Cap Value Institutional Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are YETI Holdings (NYSE:YETI).

Industry description

The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).

Market Cap

The average market capitalization across the Wasatch Small Cap Value Institutional MF is 4.4B. The market cap for tickers in the group ranges from 3.06B to 7.05B. ENSG holds the highest valuation in this group at 7.05B. The lowest valued company is NSA at 3.06B.

Volume

The average weekly volume growth across all stocks in the Wasatch Small Cap Value Institutional MF was 9%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 59
Price Growth Rating: 48
SMR Rating: 42
Profit Risk Rating: 31
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com
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WICVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WICVX has been closely correlated with FSSNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if WICVX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WICVX
1D Price
Change %
WICVX100%
-1.22%
FSSNX - WICVX
96%
Closely correlated
-1.18%
FTHFX - WICVX
94%
Closely correlated
-1.47%
NAESX - WICVX
92%
Closely correlated
-1.13%
VSCIX - WICVX
92%
Closely correlated
-1.13%
VSMAX - WICVX
92%
Closely correlated
-1.13%
More